Savant Capital’s Caris Life Sciences CAI Stock Holding History

Savant Capital’s Portfolio CAI Stock Details CAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,803	Closed	-$247K	–	1911
2026 Q1	$247K	Buy	+13,803	New	+$302K	﹤0.01%	1293

Other funds holding CAI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JHWEPV

J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Savant Capital's CAI Position: Q2 2026 in Review

Savant Capital sold out of Caris Life Sciences (CAI) in Q2 2026, closing a stake of 13,803 shares — an estimated $247K sold.

Savant Capital first reported a position in CAI in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

Savant Capital reported no remaining Caris Life Sciences position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 13,803 Caris Life Sciences shares in Q2 2026, an estimated $247K.
Savant Capital first reported a position in Caris Life Sciences in Q1 2026 and held it in 1 quarter.
Savant Capital's Caris Life Sciences position peaked at $247K in Q1 2026.
246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.